SiTime (NASDAQ:SITM) Releases Q2 2026 Earnings Guidance

SiTime (NASDAQ:SITM) updated its second quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 1.850-2.000 for the period, compared to the consensus estimate of 0.980. The company issued revenue guidance of $140.0 million-$150.0 million, compared to the consensus revenue estimate of $112.1 million.

SiTime Trading Up 4.0%

SiTime stock traded up $31.56 during trading hours on Friday, hitting $828.87. 425,871 shares of the stock traded hands, compared to its average volume of 408,612. SiTime has a one year low of $185.49 and a one year high of $845.00. The firm’s 50-day moving average price is $422.53 and its two-hundred day moving average price is $370.64. The company has a market cap of $21.88 billion, a PE ratio of -819.90 and a beta of 2.91.

SiTime (NASDAQ:SITM) last released its earnings results on Wednesday, May 6th. The company reported $1.44 EPS for the quarter, beating analysts’ consensus estimates of $1.14 by $0.30. SiTime had a positive return on equity of 0.53% and a negative net margin of 6.38%.The company had revenue of $113.57 million during the quarter, compared to analysts’ expectations of $103.51 million. During the same quarter last year, the business posted $0.26 EPS. The firm’s revenue for the quarter was up 88.3% compared to the same quarter last year. On average, sell-side analysts expect that SiTime will post 1.31 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on SITM. Needham & Company LLC raised their target price on shares of SiTime from $450.00 to $850.00 and gave the company a “buy” rating in a research note on Thursday. Roth Mkm restated a “buy” rating and issued a $900.00 price target on shares of SiTime in a research note on Thursday. Stifel Nicolaus raised their price objective on SiTime from $450.00 to $500.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Wall Street Zen cut SiTime from a “buy” rating to a “hold” rating in a research note on Saturday, April 11th. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $800.00 target price on shares of SiTime in a research note on Thursday. Eight research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $661.88.

Insider Activity

In related news, insider Samsheer Ahamad sold 9,100 shares of SiTime stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $441.47, for a total value of $4,017,377.00. Following the completion of the sale, the insider directly owned 52,938 shares in the company, valued at approximately $23,370,538.86. This trade represents a 14.67% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Piyush B. Sevalia sold 2,419 shares of the business’s stock in a transaction that occurred on Friday, April 17th. The shares were sold at an average price of $484.05, for a total transaction of $1,170,916.95. Following the transaction, the insider directly owned 84,250 shares of the company’s stock, valued at $40,781,212.50. The trade was a 2.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 22,678 shares of company stock worth $9,771,269. Corporate insiders own 1.40% of the company’s stock.

Trending Headlines about SiTime

Here are the key news stories impacting SiTime this week:

• Positive Sentiment: Q1 results beat expectations — SiTime reported $1.44 EPS and ~$113.6M revenue (?+88% YoY), beating consensus and showing materially faster top?line growth and improved gross margins. These beats are the core catalyst behind the move higher. Read More.
• Positive Sentiment: Very strong Q2 guidance — management gave Q2 EPS guidance of $1.85–$2.00 and revenue guidance of $140–$150M, both well above consensus, signaling continued momentum into the quarter and supporting upward re?ratings. Read More.
• Positive Sentiment: Analyst upgrades and higher targets — Needham raised its target to $850 (buy) and UBS raised its target to $775 (buy), reinforcing buy-side conviction and providing fresh investor support. Read More. | Read More.
• Positive Sentiment: Positive pressflow on market opportunities — coverage highlights SiTime as a play on AI/data?center timing needs and LEO satellite opportunities, which expands the story beyond a single product cycle and helps justify higher multiples. Read More.
• Neutral Sentiment: Earnings call transcript and analyst discussion are available for detail — the call provides color on demand drivers and supply; investors should read management commentary for sustainability signals. Read More.
• Negative Sentiment: Profitability and accounting nuances remain mixed — the company still shows a negative net margin (minor operating losses reported), and some third?party data services flagged a post?release pullback/volatility; these factors could cap near?term valuation upside until sustained profitably is proven. Read More.
• Negative Sentiment: Insider selling and high volatility — recent disclosures show material insider sales and the stock carries a high beta, implying elevated risk and potential for sharp pullbacks even after strong news. Read More.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. Corient Private Wealth LLC grew its position in shares of SiTime by 5.9% during the 4th quarter. Corient Private Wealth LLC now owns 703 shares of the company’s stock valued at $249,000 after acquiring an additional 39 shares during the period. Lazard Asset Management LLC lifted its position in SiTime by 7.7% during the second quarter. Lazard Asset Management LLC now owns 654 shares of the company’s stock valued at $139,000 after purchasing an additional 47 shares in the last quarter. State of Wyoming grew its holdings in SiTime by 20.9% during the fourth quarter. State of Wyoming now owns 347 shares of the company’s stock valued at $123,000 after purchasing an additional 60 shares during the period. Maryland State Retirement & Pension System grew its holdings in SiTime by 2.2% during the fourth quarter. Maryland State Retirement & Pension System now owns 3,209 shares of the company’s stock valued at $1,133,000 after purchasing an additional 69 shares during the period. Finally, Smartleaf Asset Management LLC increased its position in SiTime by 17.6% in the fourth quarter. Smartleaf Asset Management LLC now owns 502 shares of the company’s stock worth $183,000 after buying an additional 75 shares in the last quarter. 84.31% of the stock is currently owned by institutional investors.

SiTime Company Profile

SiTime Corporation is a fabless semiconductor company specializing in silicon timing solutions that leverage micro-electromechanical systems (MEMS) technology as an alternative to traditional quartz crystals. Its portfolio of programmable oscillators, resonators, clock generators, jitter attenuators and network synchronizers addresses precision timekeeping requirements across a wide range of electronic systems. By integrating MEMS resonators with advanced mixed-signal control circuitry, SiTime’s products offer enhanced reliability, resistance to shock and vibration, and a smaller footprint compared with conventional quartz devices.

The company’s timing devices serve diverse end markets, including telecommunications infrastructure, data center and enterprise networking, consumer electronics, automotive systems, industrial automation, and aerospace and defense applications.